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Brasada Capital Management’s M&T Bank MTB Stock Holding History

Brasada Capital Management’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-131
Closed -$19K – 218
2018
Q4 		$19K Hold
131
– – 0.01% 213
2018
Q3 		$22K Hold
131
– – 0.01% 236
2018
Q2 		$22K Buy
+131
New +$23.5K 0.01% 224
2018
Q1 		– Sell
-131
Closed -$22K – 292
2017
Q4 		$22K Buy
+131
New +$21.7K 0.01% 219

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brasada Capital Management's MTB Position: Q1 2019 in Review

Brasada Capital Management sold out of M&T Bank (MTB) in Q1 2019, closing a stake of 131 shares — an estimated $19K sold.

Brasada Capital Management first reported a position in MTB in Q4 2017 and held it in 4 quarters. The position peaked at $22K in Q3 2018. 689 funds tracked by Wall St. Rank hold MTB as of Q1 2019.

  • Brasada Capital Management reported no remaining M&T Bank position as of Q1 2019 after selling out during the quarter.
  • Brasada Capital Management sold 131 M&T Bank shares in Q1 2019, an estimated $19K.
  • Brasada Capital Management first reported a position in M&T Bank in Q4 2017 and held it in 4 quarters.
  • Brasada Capital Management's M&T Bank position peaked at $22K in Q3 2018.
  • 689 funds tracked by Wall St. Rank held M&T Bank as of Q1 2019.

Based on Brasada Capital Management's 13F filing for Q1 2019, filed 6 May 2019.